Investec hires financial planning associate director in Cheltenham office

Expansion planned

Victoria McKeever
clock • 1 min read

Investec Wealth & Investment has appointed Sophie Haslehurst as financial planning associate director as part of a planned expansion of its Cheltenham office.

Haslehurst has 12 years of financial planning experience and will be working with senior director Anthony Flynn.  She most recently worked at IFA firm Sovereign Independent Advisers where, as a financial planner, she advised private and corporate clients with a focus on tax efficient investments and long term care. Haslehurst previously worked at EQ Wealth, CR Toogood and Aegon. Investec head of financial planning Chris Aitken said: "We are delighted to announce this new appointment. Sophie will contribute greatly to the development of our financial planning offering in Cheltenham....

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Raymond James Wealth Management appoints chief people officer

People Moves: Raymond James Wealth Management appoints chief people officer

Martina Kay hired as firm continues integration with Charles Stanley

Professional Adviser
clock 28 November 2025 • 1 min read
Investment Association CEO Chris Cummings to exit in June

Investment Association CEO Chris Cummings to exit in June

Leaves after almost a decade in the role

Patrick Brusnahan
clock 24 November 2025 • 2 min read
Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

‘I think the advice gap is obvious’

Isabel Baxter
clock 20 November 2025 • 3 min read